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HAMILTON WEALTH, LLC

LOS ANGELES, CA · CRD 289462 · IAPD ↗ · 747-208-4300

$697.8MRegulatory AUM
3Advisory reps
4Employees
0Clients
51-100Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — HAMILTON WEALTH, LLC reported RAUM up 26% ($553.7M -> $697.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
48
June 2025 — HAMILTON WEALTH, LLC moved its main office from ENCINO, CA to LOS ANGELES, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
47
April 2025 — HAMILTON WEALTH, LLC notice-filed in NH, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — HAMILTON WEALTH, LLC crossed $500M in regulatory AUM ($451.0M -> $553.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
78
April 2025 — HAMILTON WEALTH, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.